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Productivity

Remizen + Microsoft Dynamics 365 CRM Integration

Give expense reviewers customer-account context for meetings, sales travel, and account work.

This describes a possible workflow, not an active or official connection.

Connect Remizen with Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is used for customer accounts and sales activity. Relate customer-account activity to eligible business spending. Any connection would need to be designed, validated, and made available before teams could use it.

Expense management with Microsoft Dynamics 365 CRM

For organizations that use Microsoft Dynamics 365 CRM, a potential workflow could focus on reviewing customer-facing expenses with relevant account context. The right approach depends on the records available, your internal policies, and how your team reviews spending today.

How it works

  • Scope a proposed Microsoft Dynamics 365 CRM use case with the people who review spending: Consider associating an expense with a customer account.
  • Plan how to review customer-facing spend alongside sales activity using the relevant customer identifiers, deal ownership, permissions, and expense attribution, and decide who would own each handoff.
  • Before implementation, validate the proposed process to keep account context available during expense review against your approval policies.

Workflows

  • Consider associating an expense with a customer account
  • Review customer-facing spend alongside sales activity
  • Keep account context available during expense review

Data and workflow considerations

  • Review customer identifiers, deal ownership, permissions, and expense attribution before defining a Microsoft Dynamics 365 CRM workflow.
  • Determine whether Microsoft Dynamics 365 CRM data needed for reviewing customer-facing expenses with relevant account context may be shared, and how long it should be retained.
  • Test exceptions and manual review paths before relying on any proposed connection.